As one of the area's most distinguished private wealth management firms, and with $4.9 billion in assets*, Welch & Forbes is small enough to offer customized investment portfolios – yet large enough to provide for a broad array of sophisticated needs and requirements, including investment portfolio management, personal trust and fiduciary services, estate planning and administration, and tax and custodial services.*as of December 29, 2017

A tradition of excellence.

"We think we're very good at what we do: investing in financial assets that we believe earn good returns. Our goal is to preserve and enhance wealth for generations to come."

Jay EmmonsFormer President

Overseeing family assets for more than seven generations.

"We pride ourselves on having such a full scope of trust, fiduciary and investment management services together in one place. It's one of the leading reasons why our clients continue to do business with us – generation after generation."

Charlie HaydockFormer Chief Investment Officer

An established record of delivering investment results.

"There is no substitute for diligent groundwork in the complex task of investing. Our depth of experience enables us to come to our own market conclusions. It shows in the results."